SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,140 shares; 2024Q4: 36,191 shares; 2025Q1: 26,911 shares; 2025Q2: 29,214 shares; 2025Q3: 30,037 shares; 2025Q4: 22,977 shares; 2026Q1: 15,210 shares 15,210 $9.89M 4.15% -7,767 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272,386 shares; 2025Q2: 328,992 shares; 2025Q3: 318,231 shares; 2025Q4: 308,433 shares; 2026Q1: 332,780 shares 332,780 $7.71M 3.24% +24,347 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317,782 shares 317,782 $7.11M 2.98% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,202 shares; 2024Q4: 10,574 shares; 2025Q1: 20,580 shares; 2025Q2: 9,455 shares; 2025Q3: 16,904 shares; 2025Q4: 8,740 shares; 2026Q1: 9,019 shares 9,019 $5.89M 2.47% +279 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251,431 shares 251,431 $5.45M 2.29% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,014 shares; 2024Q4: 15,741 shares; 2025Q1: 31,558 shares; 2025Q2: 16,170 shares; 2025Q3: 33,930 shares; 2025Q4: 18,825 shares; 2026Q1: 19,343 shares 19,343 $4.69M 1.97% +518 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,214 shares; 2024Q4: 36,494 shares; 2025Q1: 35,706 shares; 2025Q2: 38,291 shares; 2025Q3: 71,430 shares; 2025Q4: 36,176 shares; 2026Q1: 36,787 shares 36,787 $4.57M 1.92% +611 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,527 shares; 2024Q4: 34,975 shares; 2025Q1: 28,386 shares; 2025Q2: 45,890 shares; 2025Q3: 50,378 shares; 2025Q4: 59,163 shares; 2026Q1: 66,967 shares 66,967 $3.72M 1.56% +7,804 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 21,635 shares; 2025Q1: 17,665 shares; 2025Q2: 17,596 shares; 2025Q3: 17,931 shares; 2025Q4: 18,541 shares; 2026Q1: 18,433 shares 18,433 $3.54M 1.48% -108 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,548 shares; 2024Q4: 83,737 shares; 2025Q1: 165,754 shares; 2025Q2: 85,982 shares; 2025Q3: 159,482 shares; 2025Q4: 85,284 shares; 2026Q1: 93,077 shares 93,077 $3.52M 1.48% +7,793 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,248 shares; 2024Q4: 45,616 shares; 2025Q1: 42,123 shares; 2025Q2: 44,410 shares; 2025Q3: 47,612 shares; 2025Q4: 53,118 shares; 2026Q1: 53,142 shares 53,142 $3.43M 1.44% +24 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 8,425 shares; 2025Q1: 15,430 shares; 2025Q2: 7,970 shares; 2025Q3: 15,572 shares; 2025Q4: 7,811 shares; 2026Q1: 9,243 shares 9,243 $3.42M 1.44% +1,432 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,044 shares; 2024Q4: 14,441 shares; 2025Q1: 29,240 shares; 2025Q2: 14,145 shares; 2025Q3: 29,698 shares; 2025Q4: 13,118 shares; 2026Q1: 14,343 shares 14,343 $3.12M 1.31% +1,225 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,913 shares; 2025Q1: 38,328 shares; 2025Q2: 40,647 shares; 2025Q3: 42,371 shares; 2025Q4: 43,193 shares; 2026Q1: 46,597 shares 46,597 $3.03M 1.27% +3,404 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,273 shares; 2024Q4: 52,266 shares; 2025Q1: 56,634 shares; 2025Q2: 64,622 shares; 2025Q3: 80,237 shares; 2025Q4: 79,970 shares; 2026Q1: 83,426 shares 83,426 $2.93M 1.23% +3,456 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 3,810 shares; 2025Q1: 7,630 shares; 2025Q2: 3,659 shares; 2025Q3: 9,530 shares; 2025Q4: 8,175 shares; 2026Q1: 8,218 shares 8,218 $2.89M 1.21% +43 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,020 shares; 2024Q4: 14,906 shares; 2025Q1: 14,162 shares; 2025Q2: 14,389 shares; 2025Q3: 27,126 shares; 2025Q4: 13,198 shares; 2026Q1: 11,345 shares 11,345 $2.89M 1.21% -1,853 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,874 shares; 2024Q4: 15,822 shares; 2025Q1: 14,975 shares; 2025Q2: 15,910 shares; 2025Q3: 15,864 shares; 2025Q4: 15,677 shares; 2026Q1: 16,248 shares 16,248 $2.83M 1.19% +571 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,089 shares; 2024Q4: 19,685 shares; 2025Q1: 19,802 shares; 2025Q2: 19,670 shares; 2025Q3: 20,187 shares; 2025Q4: 21,414 shares; 2026Q1: 21,861 shares 21,861 $2.79M 1.17% +447 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,610 shares; 2025Q2: 7,610 shares; 2025Q3: 102,740 shares; 2025Q4: 55,225 shares; 2026Q1: 60,653 shares 60,653 $2.77M 1.16% +5,428 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,423 shares; 2024Q4: 36,545 shares; 2025Q1: 37,880 shares; 2025Q2: 39,953 shares; 2025Q3: 41,141 shares; 2025Q4: 41,998 shares; 2026Q1: 42,774 shares 42,774 $2.63M 1.1% +776 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: not reported; 2025Q1: 3,892 shares; 2025Q2: 4,067 shares; 2025Q3: 11,408 shares; 2025Q4: 5,704 shares; 2026Q1: 5,189 shares 5,189 $2.49M 1.04% -515 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,525 shares; 2025Q1: 51,256 shares; 2025Q2: 52,947 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,061 shares 63,061 $2.39M 1% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,146 shares; 2024Q4: 17,303 shares; 2025Q1: 17,402 shares; 2025Q2: 18,685 shares; 2025Q3: 19,193 shares; 2025Q4: 19,272 shares; 2026Q1: 24,631 shares 24,631 $2.33M 0.98% +5,359 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,520 shares; 2024Q4: 10,189 shares; 2025Q1: 20,332 shares; 2025Q2: 11,083 shares; 2025Q3: 21,580 shares; 2025Q4: 10,763 shares; 2026Q1: 11,110 shares 11,110 $2.26M 0.95% +347 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,937 shares; 2024Q4: 27,440 shares; 2025Q1: 27,618 shares; 2025Q2: 27,021 shares; 2025Q3: 27,976 shares; 2025Q4: 29,573 shares; 2026Q1: 32,729 shares 32,729 $2.19M 0.92% +3,156 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,454 shares; 2024Q4: 83,197 shares; 2025Q1: 83,219 shares; 2025Q2: 83,842 shares; 2025Q3: 85,850 shares; 2025Q4: 90,461 shares; 2026Q1: 126,232 shares 126,232 $2.19M 0.92% +35,771 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,550 shares; 2026Q1: 42,244 shares 42,244 $2.15M 0.9% -2,306 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,070 shares; 2024Q4: 9,496 shares; 2025Q1: 16,468 shares; 2025Q2: 8,748 shares; 2025Q3: 18,582 shares; 2025Q4: 9,076 shares; 2026Q1: 10,203 shares 10,203 $2.12M 0.89% +1,127 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,623 shares; 2024Q4: 17,643 shares; 2025Q1: 68,184 shares; 2025Q2: 55,329 shares; 2025Q3: 106,270 shares; 2025Q4: 42,340 shares; 2026Q1: 23,891 shares 23,891 $2.11M 0.88% -18,449 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,456 shares; 2025Q1: 5,574 shares; 2025Q2: 4,935 shares; 2025Q3: 5,064 shares; 2025Q4: 5,071 shares; 2026Q1: 5,171 shares 5,171 $2.07M 0.87% +100 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,062 shares; 2026Q1: 13,640 shares 13,640 $2.02M 0.85% +578 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 6,375 shares; 2025Q1: 6,485 shares; 2025Q2: 6,914 shares; 2025Q3: 7,139 shares; 2025Q4: 7,136 shares; 2026Q1: 7,343 shares 7,343 $2.01M 0.84% +207 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,346 shares; 2026Q1: 14,405 shares 14,405 $1.96M 0.82% -4,941 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,911 shares 41,911 $1.94M 0.82% new Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,903 shares; 2024Q4: 25,506 shares; 2025Q1: 27,038 shares; 2025Q2: 30,491 shares; 2025Q3: 32,606 shares; 2025Q4: 32,788 shares; 2026Q1: 34,105 shares 34,105 $1.93M 0.81% +1,317 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,391 shares; 2026Q1: 20,238 shares 20,238 $1.91M 0.8% -4,153 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,604 shares; 2024Q4: 41,131 shares; 2025Q1: 51,791 shares; 2025Q2: 66,691 shares; 2025Q3: 61,597 shares; 2025Q4: 45,555 shares; 2026Q1: 53,795 shares 53,795 $1.91M 0.8% +8,240 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,508 shares; 2024Q4: 12,851 shares; 2025Q1: 25,434 shares; 2025Q2: 13,483 shares; 2025Q3: 22,096 shares; 2025Q4: 11,244 shares; 2026Q1: 11,268 shares 11,268 $1.86M 0.78% +24 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,342 shares; 2024Q4: 18,207 shares; 2025Q1: 37,138 shares; 2025Q2: 19,688 shares; 2025Q3: 49,422 shares; 2025Q4: 28,310 shares; 2026Q1: 30,333 shares 30,333 $1.84M 0.77% +2,023 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,155 shares; 2024Q4: 25,270 shares; 2025Q1: 17,984 shares; 2025Q2: 19,282 shares; 2025Q3: 19,857 shares; 2025Q4: 19,864 shares; 2026Q1: 20,133 shares 20,133 $1.76M 0.74% +269 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,245 shares 52,245 $1.76M 0.74% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,532 shares; 2024Q4: 19,325 shares; 2025Q1: 38,308 shares; 2025Q2: 17,826 shares; 2025Q3: 28,690 shares; 2025Q4: 15,026 shares; 2026Q1: 15,539 shares 15,539 $1.76M 0.74% +513 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,878 shares; 2025Q3: 8,642 shares; 2025Q4: 9,144 shares; 2026Q1: 23,958 shares 23,958 $1.75M 0.74% +14,814 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 2,279 shares; 2025Q1: 3,604 shares; 2025Q2: 1,823 shares; 2025Q3: 4,904 shares; 2025Q4: 2,587 shares; 2026Q1: 2,658 shares 2,658 $1.61M 0.67% +71 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,113 shares; 2024Q4: 96,115 shares; 2025Q1: 91,385 shares; 2025Q2: 89,106 shares; 2025Q3: 36,462 shares; 2025Q4: 32,304 shares; 2026Q1: 32,841 shares 32,841 $1.58M 0.66% +537 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,132 shares; 2025Q4: 9,166 shares; 2026Q1: 9,277 shares 9,277 $1.58M 0.66% +111 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 5,364 shares; 2025Q1: 10,698 shares; 2025Q2: 5,620 shares; 2025Q3: 12,236 shares; 2025Q4: 6,194 shares; 2026Q1: 6,344 shares 6,344 $1.55M 0.65% +150 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,563 shares; 2024Q4: 22,879 shares; 2025Q1: 23,200 shares; 2025Q2: 22,080 shares; 2025Q3: 22,645 shares; 2025Q4: 23,739 shares; 2026Q1: 24,229 shares 24,229 $1.52M 0.64% +490 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,401 shares; 2024Q4: 21,535 shares; 2025Q1: 21,378 shares; 2025Q2: 21,342 shares; 2025Q3: 21,497 shares; 2025Q4: 25,016 shares; 2026Q1: 25,439 shares 25,439 $1.51M 0.64% +423 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,926 shares; 2024Q4: 123,944 shares; 2025Q1: 125,923 shares; 2025Q2: 125,230 shares; 2025Q3: 128,561 shares; 2025Q4: 139,833 shares; 2026Q1: 142,976 shares 142,976 $1.51M 0.63% +3,143 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,046 shares; 2024Q4: 19,041 shares; 2025Q1: 7,348 shares; 2025Q2: 8,124 shares; 2025Q3: 13,602 shares; 2025Q4: 5,348 shares; 2026Q1: 5,896 shares 5,896 $1.5M 0.63% +548 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,377 shares; 2024Q4: 14,136 shares; 2025Q1: 14,195 shares; 2025Q2: 13,928 shares; 2025Q3: 14,342 shares; 2025Q4: 19,107 shares; 2026Q1: 16,141 shares 16,141 $1.48M 0.62% -2,966 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 11,857 shares; 2025Q1: 24,240 shares; 2025Q2: 11,794 shares; 2025Q3: 20,594 shares; 2025Q4: 10,357 shares; 2026Q1: 10,432 shares 10,432 $1.45M 0.61% +75 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,872 shares; 2024Q4: 80,291 shares; 2025Q1: 81,669 shares; 2025Q2: 88,605 shares; 2025Q3: 91,400 shares; 2025Q4: 91,956 shares; 2026Q1: 62,353 shares 62,353 $1.44M 0.6% -29,603 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,674 shares; 2024Q4: 43,450 shares; 2025Q1: 90,398 shares; 2025Q2: 42,138 shares; 2025Q3: 106,878 shares; 2025Q4: 49,334 shares; 2026Q1: 17,955 shares 17,955 $1.38M 0.58% -31,379 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,607 shares; 2024Q4: 16,420 shares; 2025Q1: 16,944 shares; 2025Q2: 18,095 shares; 2025Q3: 20,577 shares; 2025Q4: 23,144 shares; 2026Q1: 24,730 shares 24,730 $1.36M 0.57% +1,586 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,256 shares; 2024Q4: 163,630 shares; 2025Q1: 133,635 shares; 2025Q2: 136,417 shares; 2025Q3: 87,914 shares; 2025Q4: 25,705 shares; 2026Q1: 23,349 shares 23,349 $1.32M 0.56% -2,356 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,092 shares; 2024Q4: 28,075 shares; 2025Q1: 56,390 shares; 2025Q2: 30,151 shares; 2025Q3: 61,838 shares; 2025Q4: 31,135 shares; 2026Q1: 31,095 shares 31,095 $1.29M 0.54% -40 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,191 shares 41,191 $1.26M 0.53% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 9,428 shares; 2025Q1: 9,669 shares; 2025Q2: 9,782 shares; 2025Q3: 9,210 shares; 2025Q4: 9,220 shares; 2026Q1: 9,509 shares 9,509 $1.25M 0.52% +289 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,641 shares; 2024Q4: 39,527 shares; 2025Q1: 43,683 shares; 2025Q2: 42,821 shares; 2025Q3: 42,891 shares; 2025Q4: 33,119 shares; 2026Q1: 17,526 shares 17,526 $1.19M 0.5% -15,593 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 4,501 shares; 2025Q1: 4,837 shares; 2025Q2: 4,823 shares; 2025Q3: 3,914 shares; 2025Q4: 3,772 shares; 2026Q1: 3,824 shares 3,824 $1.18M 0.5% +52 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,248 shares; 2024Q4: 8,774 shares; 2025Q1: 8,399 shares; 2025Q2: 8,380 shares; 2025Q3: 8,539 shares; 2025Q4: 8,726 shares; 2026Q1: 9,202 shares 9,202 $1.11M 0.46% +476 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,588 shares; 2025Q1: 3,804 shares; 2025Q2: 4,025 shares; 2025Q3: 5,311 shares; 2025Q4: 5,897 shares; 2026Q1: 6,300 shares 6,300 $1.07M 0.45% +403 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 11,329 shares; 2025Q1: 9,923 shares; 2025Q2: 9,451 shares; 2025Q3: 11,186 shares; 2025Q4: 12,062 shares; 2026Q1: 11,774 shares 11,774 $1.06M 0.45% -288 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,401 shares; 2024Q4: 14,083 shares; 2025Q1: 17,357 shares; 2025Q2: 20,213 shares; 2025Q3: 18,916 shares; 2025Q4: 19,279 shares; 2026Q1: 21,014 shares 21,014 $1.05M 0.44% +1,735 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,152 shares; 2024Q4: 27,882 shares; 2025Q1: 32,590 shares; 2025Q2: 34,844 shares; 2025Q3: 37,446 shares; 2025Q4: 37,648 shares; 2026Q1: 41,153 shares 41,153 $1.05M 0.44% +3,505 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 3,670 shares; 2025Q1: 7,384 shares; 2025Q2: 3,771 shares; 2025Q3: 10,918 shares; 2025Q4: 6,231 shares; 2026Q1: 6,681 shares 6,681 $1.04M 0.44% +450 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,392 shares; 2026Q1: 8,436 shares 8,436 $1.03M 0.43% +44 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: not reported; 2025Q1: 2,182 shares; 2025Q2: 1,295 shares; 2025Q3: 2,276 shares; 2025Q4: 1,427 shares; 2026Q1: 1,444 shares 1,444 $1.02M 0.43% +17 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 4,618 shares; 2025Q1: 4,557 shares; 2025Q2: 4,747 shares; 2025Q3: 6,725 shares; 2025Q4: 8,605 shares; 2026Q1: 9,988 shares 9,988 $990K 0.42% +1,383 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 3,053 shares; 2025Q1: 5,598 shares; 2025Q2: 2,352 shares; 2025Q3: 4,968 shares; 2025Q4: 4,923 shares; 2026Q1: 5,085 shares 5,085 $987K 0.41% +162 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 4,803 shares; 2025Q1: 10,698 shares; 2025Q2: 5,435 shares; 2025Q3: 10,992 shares; 2025Q4: 5,537 shares; 2026Q1: 5,024 shares 5,024 $986K 0.41% -513 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 12,337 shares; 2025Q1: 12,236 shares; 2025Q2: 12,255 shares; 2025Q3: 12,150 shares; 2025Q4: 12,884 shares; 2026Q1: 17,508 shares 17,508 $969K 0.41% +4,624 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,178 shares; 2024Q4: 15,929 shares; 2025Q1: 15,922 shares; 2025Q2: 17,062 shares; 2025Q3: 17,847 shares; 2025Q4: 17,785 shares; 2026Q1: 17,968 shares 17,968 $937K 0.39% +183 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,522 shares; 2024Q4: not reported; 2025Q1: 17,890 shares; 2025Q2: 9,184 shares; 2025Q3: 16,534 shares; 2025Q4: 8,605 shares; 2026Q1: 9,142 shares 9,142 $935K 0.39% +537 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,973 shares; 2024Q4: 14,708 shares; 2025Q1: 14,848 shares; 2025Q2: 14,787 shares; 2025Q3: 15,167 shares; 2025Q4: 15,980 shares; 2026Q1: 16,367 shares 16,367 $912K 0.38% +387 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 2,557 shares; 2025Q1: 5,004 shares; 2025Q2: 2,406 shares; 2025Q3: 2,573 shares; 2025Q4: 2,781 shares; 2026Q1: 2,872 shares 2,872 $893K 0.37% +91 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,375 shares; 2024Q4: 27,941 shares; 2025Q1: 28,445 shares; 2025Q2: 28,655 shares; 2025Q3: 31,402 shares; 2025Q4: 36,592 shares; 2026Q1: 24,966 shares 24,966 $877K 0.37% -11,626 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,256 shares; 2024Q4: 18,951 shares; 2025Q1: 19,115 shares; 2025Q2: 18,903 shares; 2025Q3: 19,454 shares; 2025Q4: 20,442 shares; 2026Q1: 20,925 shares 20,925 $854K 0.36% +483 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 3,110 shares; 2025Q1: 7,336 shares; 2025Q2: 4,359 shares; 2025Q3: 11,194 shares; 2025Q4: 6,840 shares; 2026Q1: 8,050 shares 8,050 $834K 0.35% +1,210 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,382 shares; 2024Q4: 4,064 shares; 2025Q1: 7,308 shares; 2025Q2: 3,521 shares; 2025Q3: 7,022 shares; 2025Q4: 3,813 shares; 2026Q1: 3,954 shares 3,954 $818K 0.34% +141 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,828 shares; 2024Q4: 9,105 shares; 2025Q1: 18,212 shares; 2025Q2: 8,922 shares; 2025Q3: 17,530 shares; 2025Q4: 8,474 shares; 2026Q1: 8,324 shares 8,324 $803K 0.34% -150 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,217 shares; 2025Q2: 35,735 shares; 2025Q3: 37,009 shares; 2025Q4: 41,769 shares; 2026Q1: 45,649 shares 45,649 $781K 0.33% +3,880 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 1,097 shares; 2025Q1: 2,194 shares; 2025Q2: 1,087 shares; 2025Q3: 2,376 shares; 2025Q4: 1,241 shares; 2026Q1: 1,275 shares 1,275 $763K 0.32% +34 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,734 shares; 2024Q4: 73,984 shares; 2025Q1: 30,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236,116 shares 236,116 $760K 0.32% new Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 8,036 shares; 2025Q1: 8,084 shares; 2025Q2: 9,092 shares; 2025Q3: 10,990 shares; 2025Q4: 13,886 shares; 2026Q1: 15,172 shares 15,172 $754K 0.32% +1,286 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,280 shares 22,280 $754K 0.32% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,291 shares; 2024Q4: 7,164 shares; 2025Q1: 14,924 shares; 2025Q2: 7,191 shares; 2025Q3: 14,750 shares; 2025Q4: 7,998 shares; 2026Q1: 7,819 shares 7,819 $735K 0.31% -179 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,210 shares; 2025Q4: 9,799 shares; 2026Q1: 10,229 shares 10,229 $734K 0.31% +430 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,574 shares; 2024Q4: 22,773 shares; 2025Q1: 45,740 shares; 2025Q2: 22,685 shares; 2025Q3: 43,412 shares; 2025Q4: 22,854 shares; 2026Q1: 23,510 shares 23,510 $713K 0.3% +656 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,640 shares; 2025Q2: 2,378 shares; 2025Q3: 5,028 shares; 2025Q4: 3,236 shares; 2026Q1: 3,646 shares 3,646 $703K 0.3% +410 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,594 shares; 2024Q4: 46,748 shares; 2025Q1: 56,741 shares; 2025Q2: 61,209 shares; 2025Q3: 79,104 shares; 2025Q4: 86,809 shares; 2026Q1: 88,859 shares 88,859 $682K 0.29% +2,050 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 2,128 shares; 2025Q1: 2,244 shares; 2025Q2: 2,556 shares; 2025Q3: 2,155 shares; 2025Q4: 2,059 shares; 2026Q1: 2,352 shares 2,352 $675K 0.28% +293 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares; 2026Q1: 1,194 shares 1,194 $673K 0.28% +38 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 7,486 shares; 2025Q1: 16,016 shares; 2025Q2: 8,009 shares; 2025Q3: 20,228 shares; 2025Q4: 11,002 shares; 2026Q1: 11,665 shares 11,665 $672K 0.28% +663 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,024 shares; 2025Q2: 15,720 shares; 2025Q3: 25,474 shares; 2025Q4: 67,772 shares; 2026Q1: 69,543 shares 69,543 $670K 0.28% +1,771 Timeline EUO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,542 shares; 2026Q1: 22,462 shares 22,462 $665K 0.28% +1,920 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,831 shares; 2025Q4: 16,677 shares; 2026Q1: 11,378 shares 11,378 $655K 0.27% -5,299 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 10,521 shares; 2025Q1: 10,821 shares; 2025Q2: 10,924 shares; 2025Q3: 10,150 shares; 2025Q4: 8,926 shares; 2026Q1: 7,987 shares 7,987 $654K 0.27% -939 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,758 shares; 2025Q1: 1,875 shares; 2025Q2: 2,020 shares; 2025Q3: 1,236 shares; 2025Q4: 2,025 shares; 2026Q1: 2,205 shares 2,205 $651K 0.27% +180 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,655 shares; 2026Q1: 13,431 shares 13,431 $644K 0.27% -4,224 Timeline KSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,087 shares 16,087 $639K 0.27% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,316 shares 4,316 $625K 0.26% new Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,974 shares; 2025Q1: 9,149 shares; 2025Q2: 7,742 shares; 2025Q3: 11,038 shares; 2025Q4: 12,258 shares; 2026Q1: 12,448 shares 12,448 $621K 0.26% +190 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 2,098 shares; 2025Q1: 2,359 shares; 2025Q2: 2,664 shares; 2025Q3: 2,662 shares; 2025Q4: 2,818 shares; 2026Q1: 2,838 shares 2,838 $617K 0.26% +20 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 2,978 shares; 2025Q4: 2,115 shares; 2026Q1: 2,150 shares 2,150 $610K 0.26% +35 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 600 shares; 2025Q1: 1,390 shares; 2025Q2: 705 shares; 2025Q3: 1,496 shares; 2025Q4: 878 shares; 2026Q1: 893 shares 893 $609K 0.26% +15 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,490 shares; 2025Q1: 1,560 shares; 2025Q2: 1,717 shares; 2025Q3: 1,260 shares; 2025Q4: 1,158 shares; 2026Q1: 1,164 shares 1,164 $609K 0.26% +6 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,981 shares; 2026Q1: 4,247 shares 4,247 $607K 0.25% +266 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,506 shares; 2025Q1: 2,473 shares; 2025Q2: 2,386 shares; 2025Q3: 2,054 shares; 2025Q4: 2,256 shares; 2026Q1: 1,989 shares 1,989 $601K 0.25% -267 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,192 shares; 2024Q4: 15,880 shares; 2025Q1: 16,229 shares; 2025Q2: 16,084 shares; 2025Q3: 16,484 shares; 2025Q4: 17,477 shares; 2026Q1: 16,527 shares 16,527 $593K 0.25% -950 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 3,207 shares; 2025Q1: 6,400 shares; 2025Q2: 3,230 shares; 2025Q3: 2,868 shares; 2025Q4: 2,997 shares; 2026Q1: 3,273 shares 3,273 $590K 0.25% +276 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,726 shares; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 2,617 shares; 2025Q4: 2,394 shares; 2026Q1: 2,312 shares 2,312 $587K 0.25% -82 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,258 shares; 2024Q4: 8,609 shares; 2025Q1: 15,728 shares; 2025Q2: 8,415 shares; 2025Q3: 15,650 shares; 2025Q4: 7,599 shares; 2026Q1: 7,430 shares 7,430 $565K 0.24% -169 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,282 shares; 2025Q1: 1,257 shares; 2025Q2: 1,247 shares; 2025Q3: 1,152 shares; 2025Q4: 1,385 shares; 2026Q1: 1,918 shares 1,918 $564K 0.24% +533 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,477 shares; 2025Q1: 3,477 shares; 2025Q2: 3,929 shares; 2025Q3: 4,372 shares; 2025Q4: 5,292 shares; 2026Q1: 5,852 shares 5,852 $544K 0.23% +560 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,179 shares; 2025Q1: 3,688 shares; 2025Q2: 1,676 shares; 2025Q3: 3,132 shares; 2025Q4: 1,432 shares; 2026Q1: 1,419 shares 1,419 $539K 0.23% -13 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,720 shares 21,720 $530K 0.22% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,802 shares; 2025Q4: 2,571 shares; 2026Q1: 2,792 shares 2,792 $529K 0.22% +221 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,752 shares 68,752 $527K 0.22% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 1,809 shares; 2025Q1: 3,336 shares; 2025Q2: 1,708 shares; 2025Q3: 3,384 shares; 2025Q4: 1,704 shares; 2026Q1: 1,533 shares 1,533 $526K 0.22% -171 Timeline EPV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,129 shares; 2025Q1: 9,205 shares; 2025Q2: 10,674 shares; 2025Q3: 18,531 shares; 2025Q4: 21,833 shares; 2026Q1: 23,786 shares 23,786 $523K 0.22% +1,953 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 5,354 shares; 2025Q1: 10,708 shares; 2025Q2: 5,840 shares; 2025Q3: 8,382 shares; 2025Q4: 4,191 shares; 2026Q1: 3,981 shares 3,981 $522K 0.22% -210 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: not reported; 2025Q1: 2,930 shares; 2025Q2: 1,487 shares; 2025Q3: 3,084 shares; 2025Q4: 1,561 shares; 2026Q1: 1,178 shares 1,178 $515K 0.22% -383 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,591 shares; 2024Q4: 17,011 shares; 2025Q1: 14,673 shares; 2025Q2: 15,647 shares; 2025Q3: 13,881 shares; 2025Q4: 16,827 shares; 2026Q1: 17,391 shares 17,391 $504K 0.21% +564 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 692 shares; 2025Q1: 1,322 shares; 2025Q2: 678 shares; 2025Q3: 1,278 shares; 2025Q4: 561 shares; 2026Q1: 544 shares 544 $500K 0.21% -17 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,898 shares; 2024Q4: 6,327 shares; 2025Q1: 10,601 shares; 2025Q2: 8,404 shares; 2025Q3: 6,668 shares; 2025Q4: 9,108 shares; 2026Q1: 17,329 shares 17,329 $500K 0.21% +8,221 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 11,916 shares; 2025Q1: 6,844 shares; 2025Q2: 6,399 shares; 2025Q3: 10,020 shares; 2025Q4: 15,037 shares; 2026Q1: 17,245 shares 17,245 $495K 0.21% +2,208 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,706 shares 3,706 $493K 0.21% new Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,383 shares 93,383 $489K 0.21% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,971 shares; 2025Q1: 3,143 shares; 2025Q2: 3,116 shares; 2025Q3: 2,979 shares; 2025Q4: 3,521 shares; 2026Q1: 3,724 shares 3,724 $488K 0.2% +203 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: not reported; 2025Q1: 2,704 shares; 2025Q2: 1,463 shares; 2025Q3: 2,706 shares; 2025Q4: not reported; 2026Q1: 3,263 shares 3,263 $471K 0.2% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 19,656 shares; 2025Q1: 20,421 shares; 2025Q2: 20,297 shares; 2025Q3: 13,559 shares; 2025Q4: 15,782 shares; 2026Q1: 19,460 shares 19,460 $460K 0.19% +3,678 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,978 shares; 2026Q1: 9,594 shares 9,594 $458K 0.19% -3,384 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,247 shares 4,247 $451K 0.19% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: not reported; 2025Q1: 3,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares; 2025Q4: 3,249 shares; 2026Q1: 3,054 shares 3,054 $447K 0.19% -195 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,311 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,326 shares 8,326 $446K 0.19% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,803 shares 56,803 $438K 0.18% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,385 shares; 2025Q4: 2,577 shares; 2026Q1: 3,269 shares 3,269 $432K 0.18% +692 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 1,551 shares; 2025Q1: 2,620 shares; 2025Q2: 1,440 shares; 2025Q3: 2,940 shares; 2025Q4: 1,450 shares; 2026Q1: 1,208 shares 1,208 $417K 0.18% -242 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 10,842 shares; 2025Q1: 10,842 shares; 2025Q2: 10,474 shares; 2025Q3: 6,044 shares; 2025Q4: 5,202 shares; 2026Q1: 5,352 shares 5,352 $415K 0.17% +150 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 2,456 shares; 2025Q1: 2,381 shares; 2025Q2: 2,307 shares; 2025Q3: 1,665 shares; 2025Q4: 1,517 shares; 2026Q1: 1,813 shares 1,813 $410K 0.17% +296 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares; 2025Q4: 1,256 shares; 2026Q1: 1,492 shares 1,492 $404K 0.17% +236 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,496 shares; 2025Q4: 12,076 shares; 2026Q1: 10,925 shares 10,925 $401K 0.17% -1,151 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,074 shares; 2024Q4: 297,896 shares; 2025Q1: 364,594 shares; 2025Q2: 308,428 shares; 2025Q3: 275,393 shares; 2025Q4: 262,411 shares; 2026Q1: 265,714 shares 265,714 $396K 0.17% +3,303 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,160 shares 40,160 $394K 0.17% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares; 2026Q1: 2,767 shares 2,767 $393K 0.17% +137 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 1,176 shares; 2025Q2: 570 shares; 2025Q3: 1,506 shares; 2025Q4: 872 shares; 2026Q1: 903 shares 903 $390K 0.16% +31 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,695 shares; 2025Q3: 62,050 shares; 2025Q4: 67,746 shares; 2026Q1: 56,004 shares 56,004 $386K 0.16% -11,742 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,855 shares; 2025Q3: 1,172 shares; 2025Q4: 1,160 shares; 2026Q1: 1,071 shares 1,071 $384K 0.16% -89 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,797 shares; 2025Q1: 6,797 shares; 2025Q2: 6,897 shares; 2025Q3: 6,822 shares; 2025Q4: 7,082 shares; 2026Q1: 7,267 shares 7,267 $383K 0.16% +185 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 488 shares; 2025Q1: 1,040 shares; 2025Q2: not reported; 2025Q3: 1,596 shares; 2025Q4: 895 shares; 2026Q1: 766 shares 766 $377K 0.16% -129 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 1,809 shares 1,809 $376K 0.16% +34 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,884 shares; 2025Q4: 7,934 shares; 2026Q1: 7,217 shares 7,217 $375K 0.16% -717 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,951 shares 42,951 $375K 0.16% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,160 shares; 2024Q4: not reported; 2025Q1: 7,195 shares; 2025Q2: 5,149 shares; 2025Q3: 4,981 shares; 2025Q4: 8,108 shares; 2026Q1: 5,753 shares 5,753 $374K 0.16% -2,355 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,662 shares 5,662 $369K 0.15% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 4,201 shares; 2025Q1: 4,054 shares; 2025Q2: 2,799 shares; 2025Q3: 3,502 shares; 2025Q4: 3,763 shares; 2026Q1: 4,254 shares 4,254 $369K 0.15% +491 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 420 shares 420 $366K 0.15% +61 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,690 shares; 2025Q1: 1,692 shares; 2025Q2: 1,643 shares; 2025Q3: 1,653 shares; 2025Q4: 1,649 shares; 2026Q1: 1,653 shares 1,653 $361K 0.15% +4 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,063 shares; 2025Q2: 2,406 shares; 2025Q3: 2,386 shares; 2025Q4: 2,447 shares; 2026Q1: 2,459 shares 2,459 $360K 0.15% +12 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,529 shares 11,529 $359K 0.15% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,369 shares; 2025Q4: 1,146 shares; 2026Q1: 1,243 shares 1,243 $358K 0.15% +97 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,749 shares; 2025Q4: 4,910 shares; 2026Q1: 5,806 shares 5,806 $355K 0.15% +896 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,891 shares; 2025Q3: 2,911 shares; 2025Q4: 2,911 shares; 2026Q1: 2,911 shares 2,911 $345K 0.14% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: 2,634 shares; 2026Q1: 2,861 shares 2,861 $338K 0.14% +227 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,272 shares 4,272 $338K 0.14% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: 781 shares; 2026Q1: 992 shares 992 $335K 0.14% +211 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,683 shares 1,683 $332K 0.14% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,072 shares; 2026Q1: 1,378 shares 1,378 $325K 0.14% +306 Timeline EEV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,229 shares; 2026Q1: 19,117 shares 19,117 $323K 0.14% +3,888 Timeline VIXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,542 shares; 2025Q1: 4,914 shares; 2025Q2: 5,345 shares; 2025Q3: 14,237 shares; 2025Q4: 15,353 shares; 2026Q1: 9,342 shares 9,342 $321K 0.13% -6,011 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,418 shares; 2025Q1: 4,418 shares; 2025Q2: 4,295 shares; 2025Q3: 4,061 shares; 2025Q4: 3,339 shares; 2026Q1: 3,166 shares 3,166 $319K 0.13% -173 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 3,503 shares; 2025Q1: 5,932 shares; 2025Q2: 2,211 shares; 2025Q3: 5,250 shares; 2025Q4: 4,786 shares; 2026Q1: 987 shares 987 $317K 0.13% -3,799 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares; 2026Q1: 1,928 shares 1,928 $313K 0.13% +450 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,526 shares; 2026Q1: 4,600 shares 4,600 $313K 0.13% +1,074 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,749 shares 5,749 $311K 0.13% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,824 shares; 2024Q4: 9,882 shares; 2025Q1: 8,957 shares; 2025Q2: 5,570 shares; 2025Q3: 5,505 shares; 2025Q4: 5,547 shares; 2026Q1: 6,385 shares 6,385 $307K 0.13% +838 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 4,287 shares; 2025Q1: 4,287 shares; 2025Q2: 4,280 shares; 2025Q3: 2,521 shares; 2025Q4: 2,009 shares; 2026Q1: 1,988 shares 1,988 $304K 0.13% -21 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 1,717 shares; 2025Q1: 3,114 shares; 2025Q2: 1,576 shares; 2025Q3: 2,890 shares; 2025Q4: 1,215 shares; 2026Q1: 1,196 shares 1,196 $290K 0.12% -19 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,640 shares 8,640 $288K 0.12% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,409 shares 3,409 $280K 0.12% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 278 shares 278 $273K 0.11% -9 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 1,436 shares 1,436 $268K 0.11% +422 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 234 shares; 2025Q2: 240 shares; 2025Q3: 295 shares; 2025Q4: 290 shares; 2026Q1: 276 shares 276 $266K 0.11% -14 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 6,569 shares; 2025Q1: 6,569 shares; 2025Q2: 6,507 shares; 2025Q3: 5,166 shares; 2025Q4: 3,330 shares; 2026Q1: 2,876 shares 2,876 $265K 0.11% -454 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,518 shares; 2025Q4: 8,564 shares; 2026Q1: 9,026 shares 9,026 $265K 0.11% +462 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,328 shares; 2025Q4: not reported; 2026Q1: 9,688 shares 9,688 $265K 0.11% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,265 shares; 2026Q1: 6,260 shares 6,260 $263K 0.11% +995 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 3,054 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,436 shares 1,436 $262K 0.11% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares; 2026Q1: 5,059 shares 5,059 $255K 0.11% +639 Timeline NX QUANEX BLDG PRODS CORP More: the full row for QUANEX BLDG PRODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,371 shares; 2025Q4: not reported; 2026Q1: 14,158 shares 14,158 $254K 0.11% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 357 shares; 2026Q1: 296 shares 296 $250K 0.11% -61 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,979 shares; 2025Q2: 44,424 shares; 2025Q3: 41,251 shares; 2025Q4: 13,796 shares; 2026Q1: 9,664 shares 9,664 $248K 0.1% -4,132 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,181 shares 6,181 $240K 0.1% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,404 shares 6,404 $238K 0.1% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,432 shares; 2026Q1: 3,757 shares 3,757 $237K 0.1% -1,675 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,452 shares; 2025Q3: 16,848 shares; 2025Q4: 8,941 shares; 2026Q1: 10,632 shares 10,632 $237K 0.1% +1,691 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,891 shares; 2025Q3: 8,063 shares; 2025Q4: 5,875 shares; 2026Q1: 3,085 shares 3,085 $235K 0.1% -2,790 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,259 shares; 2025Q2: 2,342 shares; 2025Q3: 2,459 shares; 2025Q4: 2,484 shares; 2026Q1: 2,538 shares 2,538 $233K 0.1% +54 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,001 shares; 2025Q4: not reported; 2026Q1: 3,315 shares 3,315 $229K 0.1% new Timeline SOYB TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,390 shares 9,390 $229K 0.1% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,686 shares; 2025Q4: 956 shares; 2026Q1: 1,263 shares 1,263 $227K 0.1% +307 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,016 shares; 2024Q4: 6,499 shares; 2025Q1: 12,200 shares; 2025Q2: 6,067 shares; 2025Q3: 5,954 shares; 2025Q4: 2,566 shares; 2026Q1: 2,641 shares 2,641 $224K 0.09% +75 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,577 shares 2,577 $220K 0.09% new Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,799 shares; 2026Q1: 27,943 shares 27,943 $218K 0.09% +144 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 386 shares; 2026Q1: 508 shares 508 $216K 0.09% +122 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: not reported; 2025Q1: 3,551 shares; 2025Q2: 5,163 shares; 2025Q3: 6,147 shares; 2025Q4: 6,748 shares; 2026Q1: 3,312 shares 3,312 $216K 0.09% -3,436 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,911 shares; 2025Q4: 12,231 shares; 2026Q1: 12,544 shares 12,544 $214K 0.09% +313 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,340 shares; 2025Q4: not reported; 2026Q1: 8,713 shares 8,713 $207K 0.09% new Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $35.4K 0.01% new Timeline